Purpose
1. Automate the distribution of empowerment surveys to clients as part of healthcare follow-up, allowing real-time monitoring and assessment of well-being and care outcomes.
2. Streamline automated client feedback collection after counseling and support services, enabling data-driven decisions for continuous improvement.
3. Automate periodic, event-based, or completion-triggered survey delivery, ensuring higher response rates and minimized staff workload in abuse treatment programs.
4. Automate timely reminders and repeat survey attempts, improving data collection coverage for ongoing client empowerment and satisfaction measurement.
Trigger Conditions
1. Automator initiates survey automatically upon case closure or session completion.
2. Automating survey on a timed schedule (e.g., 7 days after last contact, monthly check-in).
3. Automatedly triggering survey distribution upon updates in the client management system.
4. Automate multi-lingual survey selection based on client profile fields from the database.
5. Automator responds to manual override requests from case workers via secure interface.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automated messaging; configure Messaging API with recipient phone and survey link payload, enable delivery status webhooks for tracking.
2. SendGrid
- Feature/Setting: Automate transactional email; use the Send API with dynamic templates for survey invites & unique tracking links.
3. SurveyMonkey
- Feature/Setting: API integration for distributing surveys and retrieving completions; automate recipient injection and schedule.
4. Google Forms with Sheets API
- Feature/Setting: Automate form link generation and Sheets API for response aggregation; set triggers on form submission.
5. Typeform
- Feature/Setting: Automator triggers form distribution via Typeform API; use webhooks for instant feedback alerts.
6. Outlook 365
- Feature/Setting: Automatedly sending calendar-based surveys using Outlook Graph API, schedule periodic follow-ups.
7. Mailchimp
- Feature/Setting: Automate audience segmenting; Email automation workflow; configure campaign triggers by list or behavior.
8. Salesforce
- Feature/Setting: Automate survey trigger via Salesforce Flow; use Survey Automation objects on case events.
9. ActiveCampaign
- Feature/Setting: Automation builder for survey series, automated email or SMS using contact conditions.
10. HubSpot
- Feature/Setting: Automator triggers post-service survey via Workflow Automation, syncs to contact timeline.
11. Slack
- Feature/Setting: Slackbot automation with message scheduling; use API for interactive survey links.
12. Zapier
- Feature/Setting: Multi-platform automation orchestrator; trigger survey distribution on events across connected apps.
13. Microsoft Power Automate
- Feature/Setting: Automate survey send via Flow; connector to Forms, Teams, SharePoint for reminders.
14. JotForm
- Feature/Setting: Automated pre-filled survey send using JotForm API and webhook triggers for response actions.
15. Formstack
- Feature/Setting: Automation workflow for survey dispatch; configure workflow triggers and follow-up branching.
16. Intercom
- Feature/Setting: Automate in-app/sms survey invites after support conversation closure.
17. Zoho Survey
- Feature/Setting: Schedule survey distribution via Zoho CRM automation rules; monitor completion rates.
18. Alchemer (SurveyGizmo)
- Feature/Setting: API driven survey invitation with scheduling and automated reminder management.
19. Airtable
- Feature/Setting: Automate sending records to survey email API; use views and scripts for batch automation.
20. Hootsuite
- Feature/Setting: Schedule survey promos/posts to client channels; automated campaign push upon relevant triggers.
21. RingCentral
- Feature/Setting: Automated SMS or voice survey distribution using RingCentral API and programmable schedules.
22. Shopify Flow
- Feature/Setting: Automated survey prompt post-purchase for therapy resources/products in integrated shops.
Benefits
1. Automating survey workflows rapidly increases response rates and improves outcome measurement.
2. Removes manual workload, freeing staff for high-value interaction; supports larger client base.
3. Automated scheduling and reminders maximize consistent feedback loop and empower longitudinal analysis.
4. Automator-enforced privacy and consent workflows support ethical communication compliance.
5. Automation ensures accurate, real-time consolidation of survey feedback for analytics and reporting.
6. Automated error handling and retries reduce missed opportunities for crucial input from vulnerable clients.
7. Automatable customization based on language, timing, and communication channel preference personalizes support.